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Build an ITSM Tool Implementation Plan

Nail your ITSM tool implementation from the outset.

  • An IT service management (ITSM) tool implementation can be a complicated task, requiring customized templates and workflows and correct integration with other tools that can be challenging to get right the first time to ensure the tool delivers value.
  • If an RFP is required to select a service provider to implement the tool, it is critical to clearly structure the project tasks and service desk processes and services to develop the RFP.
  • Managers without a project plan are often pressed into making decisions during the implementation without fully understanding their impact.

Our Advice

Critical Insight

  • Buying a new tool is not a silver bullet for service desk woes. Your project needs to incorporate both a review of service desk processes and a product implementation to ensure the tool will support your current processes and any future processes you plan to implement.
  • Whether or not you rely on professional services, there is a lot of work to do to ensure the project will be successful. It’s important to develop and manage a detailed plan to avoid hasty decisions that could undermine the tool’s value in the long run.
  • Customization of the solution can hinder its performance down the road, but configurations can ensure the tool will deliver the value you need. However, there’s nothing wrong with an out-of-the-box solution if that’s what works for your organization.

Impact and Result

  • Build an implementation plan to ensure the tool continues to meet business requirements in the long run. Make key decisions about configuration, integrations, and data migration before the implementation begins and you’ll have time to forecast the impact of your decisions.
  • Include a service desk process review into the implementation plan to ensure you are not carrying over poor data and bad habits. The new tool doesn’t need to recreate your old service desk environment; it needs to create one that meets business requirements.
  • A detailed implementation plan can help you decide whether your team can do the tool implementation in-house and identify requirements for the RFP if you choose to draw on professional services.

Build an ITSM Tool Implementation Plan Research & Tools

Start here – read the Executive Brief

Read our concise Executive Brief to find out why you should build an implementation plan for your ITSM tool, review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.

1. Plan for the implementation

Determine the implementation project scope and goals, and get buy-in for the change.

2. Organize the approach and resources

Establish the approach to the implementation phases as well as the resources needed to complete the project, both internal and external.

3. Design, build, and test the ITSM tool

Plan and build the solution, including decisions on all necessary configurations to support service desk processes.

4. Deploy, monitor, and maintain the ITSM tool

Communicate any changes and train the users to adopt the solution before deploying it.

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About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

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Overall Impact

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve.

Read what our members are saying

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

Need Extra Help?
Speak With An Analyst

Get the help you need in this 4-phase advisory process. You'll receive 11 touchpoints with our researchers, all included in your membership.

Guided Implementation #1 - Plan
  • Call #1 - Document goals, strategy, and business requirements. Identify and address potential objections.
  • Call #2 - Formalize an engagement strategy. Identify metrics to measure progress towards your implementation goals.
  • Call #3 - Set up diagnostic and receive results.

Guided Implementation #2 - Organize
  • Call #1 - Identify and document the scope of the implementation. Define and document existing and future processes the tool will need to support.
  • Call #2 - Evaluate pros and cons of different implementation approaches. Define what each phase will contain.
  • Call #3 - Develop and issue an RFP for professional services for implementation. Define roles and responsibilities of implementation team.
  • Call #4 - Track implementation tasks, timelines, and resources.

Guided Implementation #3 - Build
  • Call #1 - Identify and document functional tests to be performed.
  • Call #2 - Develop a UAT plan and test case scripts.

Guided Implementation #4 - Deploy
  • Call #1 - Develop a plan for communicating changes associated with the new tool.
  • Call #2 - Develop a plan to ensure the transition to the new tool and the go-live run smoothly.


Natalie Sansone

Michel Hebert


  • Rod Weir, Founder and Managing Director, PRD Software
  • Nicklas Fredriksson, CEO and ITSM Magician, Penguin Consultants Brasil
  • Kamal Roz, IT Operations Manager, USO
  • Gautam Bangalore, Business Analyst, Optus
  • Michelle Hoyt, Enterprise Application Supervisor, Matanuska-Susitina Borough School District
  • Anusha Das, IT Governance Analyst-ITIL, Oregon Lottery
  • Ravi Prakash Singh, MS IS Student, Stevens Institute of Technology
  • Brett Andrews, Managing Director, BAPTISM Consultancy
  • Marty Miller-Crispe, Manager – Service Management Office, Griffith University
  • Vlad de Ramos, General Manager, AIM Corporate Solutions, Inc.
  • Pete Langlois, Systems Administrator, Century Bank
  • Scott Walling, Co-founder, Monitor 24-7
  • Pedro Soto, Managing Director, TOPdesk
  • Roeland van Rijswijk, Service Management Consultant, TOPdesk
  • Yev Khovrenkov, IT Consultant,
  • Lucas Gutierrez, End-User Services Manager, City of Santa Fe
  • Dave Smith, IT Trainer, Quanta Training Ltd.
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